Financial Advisory Associate

WEALTH ASIA LLP; Singapore; On-site; SGD 30,000 - 54,000; Full time

Job summary

WEALTH ASIA LLP is seeking a Financial Advisory Trainee to kickstart a career in financial services, offering structured learning, mentorship, and hands-on exposure. No prior experience required as full training will be provided for fresh graduates.

You will learn financial planning, support client engagement, and participate in guided advisory discussions with seasoned mentors, with growth opportunities based on performance.

Qualifications

• Local Diploma, A’ Levels or Degree in any discipline.
• Positive learning attitude and willingness to grow.
• Good communication and interpersonal skills.

Responsibilities

• Learn and assist in financial planning and protection advisory work
• Support client engagement and outreach activities
• Participate in guided advisory and planning discussions

Skills

Strong communication skills

Interpersonal skills

Willingness to learn

Education

Diploma or A Levels or Degree

Job description

Job description:

Kickstart your career in the financial services industry as a Financial Advisory Trainee and gain structured learning, mentorship, and hands‑on exposure.

No prior experience required as full training will be provided. Fresh graduates are welcome.

We provide:

• Structured trainee programme with certification coaching
• Exposure to real advisory conversations and client planning sessions
• Guided field training with experienced mentors
• Continuous learning and development support
• Growth opportunities based on performance and readiness

Job Responsibilities:

• Learn and assist in financial planning and protection advisory work
• Support client engagement and outreach activities
• Participate in guided advisory and planning discussions

Requirements:

• Local Diploma, A’ Levels or Degree in any discipline
• Positive learning attitude and willingness to grow
• Good communication and interpersonal skills